CA

Crewe Advisors Portfolio holdings

AUM $1.17B
1-Year Est. Return 29.24%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+29.24%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.05B
AUM Growth
+$341M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,072
New
Increased
Reduced
Closed

Top Buys

1
+$127M
2
+$30.7M
3
+$18.5M
4
PULS icon
PGIM Ultra Short Bond ETF
PULS
+$18.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$11.3M

Top Sells

1
+$1.17M
2
+$1.08M
3
+$839K
4
IJK icon
iShares S&P Mid-Cap 400 Growth ETF
IJK
+$513K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$510K

Sector Composition

1 Technology 8.66%
2 Financials 7.88%
3 Consumer Discretionary 3.21%
4 Communication Services 3.1%
5 Energy 2.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
726
$5.2K ﹤0.01%
20
727
$5.19K ﹤0.01%
65
+50
728
$5.18K ﹤0.01%
+12
729
$5.11K ﹤0.01%
57
730
$5.06K ﹤0.01%
57
+50
731
$4.99K ﹤0.01%
+201
732
$4.93K ﹤0.01%
52
733
$4.88K ﹤0.01%
30
+28
734
$4.84K ﹤0.01%
+393
735
$4.81K ﹤0.01%
+158
736
$4.76K ﹤0.01%
+250
737
$4.74K ﹤0.01%
+99
738
$4.72K ﹤0.01%
+59
739
$4.7K ﹤0.01%
73
740
$4.68K ﹤0.01%
+160
741
$4.59K ﹤0.01%
+32
742
$4.56K ﹤0.01%
68
+35
743
$4.55K ﹤0.01%
100
744
$4.51K ﹤0.01%
250
745
$4.5K ﹤0.01%
+112
746
$4.5K ﹤0.01%
+8
747
$4.43K ﹤0.01%
192
748
$4.41K ﹤0.01%
+36
749
$4.24K ﹤0.01%
100
750
$4.16K ﹤0.01%
+227
28 29
30
31 32